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24. Januar 2018

Taiwanese Apple Suppliers Face Falling Stock Prices Amid Ongoing Concern Over Weakened iPhone X Demand

Three major Apple suppliers faced falling stock prices on the Nikkei Asia300 Index today, believed to be directly related to „concerns over demand for iPhone X.“ The three Taiwanese suppliers were Largan Precision, Hon Hai Precision Industry (Foxconn), and Taiwan Semiconductor Manufacturing Company, dropping 4.4 percent, 1 percent, and 3 percent on the index, respectively.

iPhone X demand concerns and decline in supplier stock prices came after the latest analyst report by JP Morgan yesterday, predicting „slashed“ iPhone X orders in the first part of 2018. In a research note reported by CNBC, analyst Narci Chang said „high-end smartphones are [...]

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17. Januar 2018

Apple Suppliers Anxious Over Lower-Than-Expected iPhone 8 Orders Going into 2018

iPhone suppliers are said to be preparing for low orders from Apple in the first quarter of 2018 because of a combination of seasonal factors and anxiety over reports of slower-than-expected sales of Apple’s latest smartphone line-up.

According to DigiTimes‚ sources in the supply chain, several component suppliers are bracing themselves for low order visibility for the full range of iPhone 8, iPhone 8 Plus, and iPhone X models.

Component orders for iPhone devices will come 15-30% less than expected for the first quarter due mostly to seasonal factors, but some sources argued that the slower-than-expected sales of iPhone 8 and iPhone 8 Plus have dragged [...]

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13. Januar 2018

Apple Reportedly Met With Potential Suppliers of Augmented Reality Glasses at CES 2018

Apple representatives met with suppliers who make the type of parts required to power augmented reality glasses at CES this week, according to Bloomberg News. During CES, representatives from major players like Apple, Facebook, and Google met with suppliers that make the nuts and bolts required to power AR glasses, according to people familiar with the meetings.

The report doesn’t provide any additional details about the meetings, or what was discussed, but it’s yet more anecdotal evidence that so-called „Apple Glasses“ may one day go from rumor to reality.

Bloomberg News has previously reported that Apple is working on an augmented reality [...]

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2. Oktober 2017

Suppliers Expect Rising Revenues in Q4 2017 from Sales of AirPods and Apple Watch S3

Upstream suppliers are expected to see strong growth in wearable product operations in the fourth quarter of this year thanks to rising sales of Apple’s AirPods and Apple Watch range, according to sources in the supply chain (via DigiTimes).

Quanta, Iventec, Universal Scientific Industrial (USI), as well as Foxconn subsidiaries Shunshin Tech and Luxshare-ICT are all expected to benefit from increased sales in Q4 2017, as Apple achieves supply/demand balance for its AirPods and consumer interest in the latest Apple Watch models increases into the holiday season.

Quanta and USI have been long-term supply-chain partners of the Apple Watch series and are expected [...]

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